Prospect Onboarding Guide | Prospect Help Center

Welcome to Prospect! This guide will walk you through the essential features and steps to effectively use the Prospect tool.

1. Installing Prospect Tool

Outreach/Salesloft Tools: Connect by clicking on the gear icon on top right corner for a seamless workflow.

Watch the setup in action:

When you visit a LinkedIn profile, the Prospect side-panel should show a verified email and phone number.
Click Insert or Update to add it to your Salesforce and Outreach/Salesloft.

Note: Ensure the right sequence/cadence is selected on the top banner

You can also prospect at scale using Sales Navigator. Here’s how:

Prospect All
Insert and update all contacts in one go. Or pick individually using the dropdown if you prefer.
Lightning Bolts vs Checkmarks
⚡ = New contact (not in Salesforce)
✔️ = Existing contact
Click the ⚡ to instantly push new contacts to Salesforce and Outreach/Salesloft.
Manual Push
Click a contact card → pick a sequence at the top (Outreach/Salesloft banner) → wait for email/phone to load → click Insert/Update.

Note: Prospect shows Insert for net new contacts and Update for existing contacts

When you're on a LinkedIn or Sales Navigator Account page, Prospect works like a Salesforce sidekick.

Open the Account card to view and edit Salesforce fields, no need to switch tabs.

Here’s what you’ll see:

Opportunities: View all deals, click to open in Salesforce
Activities: Track who did what and when, all clickable
Saved Contacts: See all contacts already in Salesforce
Lead Recommendations: Get smart lead suggestions based on past contact pushes and your ICP

Quick Tip: Click the bell icon (top right) to see contacts you've inserted/updated who’ve recently changed jobs.

Follow this guide and you’ll be set to use Prospect like a pro for sales and outreach.

Questions? Just hit up support@tryprospect.com we’ve got you!